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FinovateFall
September 9-11, 2024
The Marriott Marquis Times SquareNew York

Sunsy Hong
General Manager of Planning Platform & Experience at JP Morgan Wealth Management
Speaker

Profile

Sunsy Hong is the General Manager of Planning Platform & Experience for J.P. Morgan Wealth Management. She is responsible for delivering quality client and advisor options for financial wellness and planning, and building intuitive, connected experiences across platforms. She is also the Product Owner for Wealth Plan, and leads the digital retirement and education experiences. She partners with Design, Technology, Data and other teams to drive firm strategies from idea to market.Sunsy has about two decades of experience in financial services and strategy. Before joining J.P. Morgan Wealth Management, Sunsy had a tenured career at Merrill Lynch Wealth Management where she was mostly recently the Head of Strategic Programs. She led large scale, high impact strategic initiatives including Goals-Based Wealth Management and Client Experience Standard. Prior to joining Merrill Lynch, she also worked at the Strategy team at UBS Wealth Management and as a Senior Associate at McKinsey & Co.Sunsy grew up in Hangzhou, China, and received her bachelor’s degree from Shanghai International Studies University. After spending years as a marketing executive in the consumer packaged goods industry, she moved to the United States and earned a Master of Business Administration degree from Harvard Business School. She lives in Manhattan with her husband, daughter and son.

Agenda Sessions

  • Power Panel: Tales From The Frontline - How Can Financial Institutions Deliver Excellent Customer Experience Blending Human & Digital & Get Their Customers To The Right Channel To Profit From Their CX Strategy?

    3:50pm